Asset Allocation Survey

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Asset Allocation Results for September 2026 :

	Current percentage of portfolio	# change from last month
Stock Funds	38.35%	(+0.73%)
Stocks	33.44%	(0.00%)
Stocks Total	71.79%

Bond Funds	9.13%	(-0.38%)
Bonds	5.74%	(+0.61%)
Bonds Total	14.87%

Cash	13.35%	(-0.95%)

■ Stocks ■ Bonds ■ Cash

Commentary

October 1, 2026

September AAII Asset Allocation Survey: Cash Allocations Fall

Individual investors' allocations to cash decreased while stock and bond allocations increased in the September AAII Asset Allocation Survey.

Stock and stock fund allocations increased 0.7 percentage points to 71.8%. Stock and stock fund allocations are above their historical average of 61.5% for the 76th consecutive month.